Client Portal
Welcome to our secure client portal
If this is your first portal, you will receive your login credentials in two separate e-mails to follow. Once you receive your login credentials, you may be prompted to install Microsoft Silverlight. Our Portal is built on the Microsoft Silverlight Platform. Please follow the on-screen prompts and install Silverlight. This process typically takes less than two minutes to complete.
Thank you for being a valued client.
Please note: Portal works best using Internet Explorer.
In accordance with Internal Revenue Service Circular 230, we advise you that unless otherwise expressly stated, any discussion of a federal tax issue in this communication or in any attachment is not intended to be used, and it cannot be used, for the purpose of avoiding federal tax penalties.